ESTATE PLANNING ASSISTANT

17th June, 2026

As one of our valued Estate Planning Assistants, you will be a key member of a highly supportive and collaborative team, working closely with our experienced estate planning lawyers. In this role, you will help provide a seamless, client-centric experience that reflects the high standards Equity Trustees is known for.
 
This is a unique opportunity to play a vital role in assisting clients with complex and meaningful life decisions, ensuring they receive a high-value, personalised service every step of the way.
 
About the role:

• Provide proactive administrative and office support by acting as a key point of contact, ensuring enquiries and tasks are handled promptly, professionally, and with empathy and discretion.
• Follow established processes and workflows to support the end-to-end progression of matters, maintaining data consistency, efficiencies, and risk control.<...